See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,406 | $217,402-38.2% | $185,823-27.7% | $167,490-19.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.90% | 148.36%-139.5pp | 122.05%-113.1pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,471 | $5,873-40.9% | $5,167-32.8% | $4,837-28.2% |
| Participant deferral / active EE | $7,077 | $6,356+11.3% | $5,568+27.1% | $6,341+11.6% |
| Admin fee / account holder | $1,099 | $19,811-94.5% | $16,237-93.2% | $12,309-91.1% |